See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,823 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $23,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,675 | $79,124-82.7% | $60,874-77.5% | $64,808-78.9% |
| Participation rate | 95.7% | 77.7%+17.9pp | 73.1%+22.6pp | 71.5%+24.2pp |
| Annual return | -11.57% | -7.13%-4.4pp | 16.90%-28.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $1,992 | $3,050-34.7% | $2,701-26.3% | $2,506-20.5% |
| Participant deferral / active EE | $3,340 | $3,725-10.3% | $3,817-12.5% | $4,310-22.5% |
| Admin fee / account holder | $140 | $106+32.7% | $3,224-95.7% | $188-25.4% |